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BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,890
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.15M
3
+$1.1M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$892K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$888K

Top Sells

1
+$7.17M
2
+$3.2M
3
+$3.15M
4
MSFT icon
Microsoft
MSFT
+$2.77M
5
GE icon
GE Aerospace
GE
+$2.7M

Sector Composition

1 Healthcare 9.16%
2 Technology 8.32%
3 Financials 7.38%
4 Energy 6.9%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
– –
-388
1877
– –
-300
1878
– –
-1,884
1879
– –
-6,183
1880
– –
-810
1881
– –
-1,308
1882
– –
-7,343
1883
– –
-405
1884
– –
-466
1885
– –
-129
1886
– –
-159
1887
– –
-29
1888
– –
-100
1889
– –
-68
1890
– –
-500
1891
– –
-145
1892
– –
-250
1893
– –
-1,451
1894
– –
-2,362
1895
– –
-7,510
1896
– –
-6,493
1897
– –
-94
1898
– –
-500
1899
– –
-3,247
1900
– –
-71
74 75
76
77 78